Most banks provide the option of creating delicate accounts. This allows other users to view and download your bank information, without having the ability to make money transfers or modify your settings. During our initial onboarding process, we will guide you on how to set up delicate accounts for your credit cards and bank accounts. We will teach you how to manage them as well as show to you how we will work within each account. Ideally, we will share passwords using a password management tool, such as LastPass.